See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,967 | $198,466-87.9% | $170,442-85.9% | $147,584-83.8% |
| Participation rate | 79.2% | 88.0%-8.8pp | 83.6%-4.4pp | 82.8%-3.7pp |
| Annual return | 17.94% | 257.29%-239.4pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,551 | $6,184-74.9% | $5,433-71.4% | $4,876-68.2% |
| Participant deferral / active EE | $2,567 | $5,629-54.4% | $4,939-48.0% | $5,439-52.8% |
| Admin fee / account holder | $3,477 | $16,852-79.4% | $13,880-75.0% | $10,885-68.1% |